Innovator Defined Wealth Shield ETF $BALT Stock Holdings Boosted by CoreCap Advisors LLC

CoreCap Advisors LLC boosted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 132,873 shares of the company’s stock after purchasing an additional 15,079 shares during the quarter. CoreCap Advisors LLC owned about 0.29% of Innovator Defined Wealth Shield ETF worth $4,453,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Reliant Wealth Planning increased its stake in shares of Innovator Defined Wealth Shield ETF by 2,527.0% in the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock valued at $31,420,000 after purchasing an additional 920,903 shares during the period. Lee Johnson Capital Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $27,714,000. Osaic Holdings Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 29.8% in the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock worth $73,983,000 after buying an additional 529,782 shares in the last quarter. Raymond James Financial Inc. increased its position in Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after acquiring an additional 413,938 shares during the period. Finally, NewEdge Advisors LLC increased its position in Innovator Defined Wealth Shield ETF by 324.2% in the 3rd quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock valued at $13,534,000 after acquiring an additional 315,155 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.44 on Friday. Innovator Defined Wealth Shield ETF has a 1-year low of $30.07 and a 1-year high of $33.84. The business’s fifty day moving average price is $33.65 and its two-hundred day moving average price is $33.28. The company has a market capitalization of $1.55 billion, a P/E ratio of 24.42 and a beta of 0.14.

About Innovator Defined Wealth Shield ETF

The Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF over a three-month outcome period. The actively managed fund holds flex options. BALT was launched on Jul 1, 2021 and is managed by Innovator.